Trust accounting, where the matter lives.
Most firms run trust accounting in a second tab in a second app with a second password. DROZlegal builds it into the same codebase as your matters, your time entries and your invoices — so the books are always in sync with the work, and three-way reconciliation is a button, not a binder.
One panel. Every required record.
A live preview of the monthly three-way reconciliation view, sometime around the 18th of the month.
Every record the Society actually asks for.
A first-class trust module sharing the same codebase as invoicing, time entries and the matter system. No exports. No reconcile-to-CSV. No second login.
- Chart of accounts pre-configured for Ontario law firms.
- Trust Receipts Journal · Trust Disbursements Journal.
- Client Trust Ledger with running balance per client.
- Record of Transfers between client trust ledgers.
- General Receipts & General Disbursements Journals (firm account).
- Fees Book / Journal tied to invoices.
- Monthly three-way reconciliation, LSO-mandated within 25 days of month-end.
- Valuable Property Record for items held in safe deposit.
- Cash Receipts Duplicate Book for the $7,500+ cash threshold.
- Overdraft prevention and commingling prevention safeguards.
- Bank feed integration with autonomous reconciliation agent.
- HST tracking and quarterly remittance reporting.
- Stale-dated cheque alerts and dormant account alerts.
- LSO audit-ready report packages, exportable in one click.
- E&O insurance secured before the module went live.
- Ontario legal bookkeeper engaged for design review.
- Shadow-mode operation against your existing accounting until parity is verified.
Read our full guide to what By-Law 9 requires — including why a routine spot audit alone isn't proof a firm's trust accounting is safe.
We rebuild your last three reconciliations. Before you trust us with the next one.
Connect your bank feed and your existing trust books. DROZlegal rebuilds the past three months in shadow mode and proves parity, line by line — before your firm switches over. Curious what an LSO spot check actually looks for? Our By-Law 9 guide lists the five records worth having ready before one lands on your desk.